See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,360 | $157,256-80.1% | $141,162-77.8% | $152,861-79.5% |
| Participation rate | 90.0% | 84.8%+5.2pp | 82.5%+7.5pp | 82.4%+7.6pp |
| Annual return | 47.62% | 64.32%-16.7pp | 71.39%-23.8pp | 345.32%-297.7pp |
| Employer contribution / active EE | $808 | $5,261-84.6% | $4,735-82.9% | $4,762-83.0% |
| Participant deferral / active EE | $1,828 | $7,109-74.3% | $6,709-72.8% | $5,850-68.8% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |